Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Samoond Jupiterwala is a financial advisor with Thrivent Advisor Network, LLC and is registered in Texas. Jason has over 13 years of experience in the financial services industry. Jason also has registrations in California, Connecticut, Nebraska, Ohio, Oklahoma, and Texas. Jason holds Series 7, 66, 99TO, and SIE licenses. Jason specializes in Financial Planning, Retirement Planning, College Savings, Estate Planning, and Insurance. Jason has been with Thrivent Advisor Network, LLC since 2020. Prior to joining Thrivent Advisor Network, LLC, Jason worked with Purshe Kaplan Sterling Investments and Thrivent Investment Management Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
09/01/2020 - Present
Thrivent Advisor Network, LLC (Allen TX)
TX
10/29/2020 - 07/10/2024
PURSHE KAPLAN STERLING INVESTMENTS (Allen TX)
TX
05/30/2011 - 10/28/2020
THRIVENT INVESTMENT MANAGEMENT INC. (ALLEN TX)
BOTH
Issued 06/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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